Wren Sterling Holywood (NI)

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Looking for Financial Planners in the Greater Belfast area? Wren Sterling’s Holywood office is located a short drive from Belfast City Centre, surrounded by boutique shops, numerous cafes and with ample parking facilities. Our Victorian Terrace offices provide comfortable surroundings for client meetings and from here our financial advisory teams provide both independent financial advice and corporate financial advice.

Contact us to arrange an initial meeting to see if we can help, with no obligation to proceed.

Meet the team

  • Jeff Ralston

    Jeff Ralston

    Independent Financial Adviser
    Jeff has been working in financial services for over 25 years, in both holistic personal and corporate roles. Joining Wren Sterling in 2023 as a result of the acquisition of Ralston Bennett Financial Planning and Aspects Financial. Jeff has focused on building long-lasting relationships as a trusted adviser for his clients and their families, believing financial advice is not a one-off process – and as life evolves, so should financial advice. Read more
  • David Kyle

    David Kyle

    Independent Financial Adviser
    David has 25 years’ experience in Financial Services, and joined the previous incarnation of Wren Sterling’s Belfast team, Ralston Bennett, since the company first started. He is a financial planner with a particular interest is pensions and investment, helping those who are approaching or are in retirement. Read more
  • Julie McVeigh

    Julie McVeigh

    Independent Financial Adviser
    With 35 years’ experience in Financial Services, Julie joined 18 years ago from Aegon/Scottish Equitable and has had a few roles throughout the years from sales support, paraplanning to financial adviser. Her particular interest is pensions and investment, helping those who are approaching or are in retirement. Read more
  • Gordon Smith

    Gordon Smith

    Independent Financial Adviser
    Gordon boasts almost 29 years financial services experience. In his time in the industry he has worked for large product providers and several advice firms, advising both private and corporate clients. Gordon offers holistic advice, covering all areas of business, with particular interests in protection and pension planning for individuals and business clients. Read more
  • Jeff Ralston

    Jeff Ralston

    Independent Financial Adviser
    Jeff has been working in financial services for over 25 years, in both holistic personal and corporate roles. Joining Wren Sterling in 2023 as a result of the acquisition of Ralston Bennett Financial Planning and Aspects Financial. Jeff has focused on building long-lasting relationships as a trusted adviser for his clients and their families, believing financial advice is not a one-off process – and as life evolves, so should financial advice. Read more
  • David Kyle

    David Kyle

    Independent Financial Adviser
    David has 25 years’ experience in Financial Services, and joined the previous incarnation of Wren Sterling’s Belfast team, Ralston Bennett, since the company first started. He is a financial planner with a particular interest is pensions and investment, helping those who are approaching or are in retirement. Read more
  • Julie McVeigh

    Julie McVeigh

    Independent Financial Adviser
    With 35 years’ experience in Financial Services, Julie joined 18 years ago from Aegon/Scottish Equitable and has had a few roles throughout the years from sales support, paraplanning to financial adviser. Her particular interest is pensions and investment, helping those who are approaching or are in retirement. Read more
  • Gordon Smith

    Gordon Smith

    Independent Financial Adviser
    Gordon boasts almost 29 years financial services experience. In his time in the industry he has worked for large product providers and several advice firms, advising both private and corporate clients. Gordon offers holistic advice, covering all areas of business, with particular interests in protection and pension planning for individuals and business clients. Read more
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